Meet Gracie
Gracie is a Wealth Advisor based in Denver, Colorado. She joined Mercer Advisors in 2022 in client service and served in a financial planning role before advancing to Wealth Advisor. Gracie earned a B.S. degree in finance and marketing from the University of Kansas. She is a CERTIFIED FINANCIAL PLANNER® professional.
Gracie’s specialties
At Mercer Advisors, all of our wealth advisors provide a highly personalized approach, backed by a team of specialists that ensure every part of your financial list is addressed. Additionally, Gracie has focused experience in these areas:
- Planning for retirement, from high-earning years to long-term income strategies
- Multi-generational planning that aligns with your values and minimizes tax impact
- Guiding clients through living in retirement with steady income and smart planning
- Concentrated stock positions that require strategic diversification and tax efficiency
- For corporate executives, guidance on equity comp, concentrated stock, and evolving financial complexity
Her working style
Gracie’s working style is rooted in collaboration and genuine connection. She focuses on building meaningful relationships with clients first, to navigate their financial future together with trust and clarity. She is passionate about educating clients on the opportunities available within their financial plan, empowering them to make informed decisions with confidence. Every plan Gracie creates is designed with long‑term vision and tailored to each individual’s unique goals. She brings a fresh, modern perspective to financial planning — one that blends strategy, education, and partnership at every step.
Gracie in real life
What keeps you busy outside of work?
Outside of work, I stay busy spending time with friends and family, exploring new restaurants, and staying active — whether that’s going to the gym, hiking, or getting outside whenever I can.
Any words you try to live by?
Treat people the way you’d want someone to treat your family.
Why do you like working at Mercer Advisors?
I love working at Mercer Advisors because it’s a place where collaboration truly matters. I get to work alongside talented professionals who care deeply about clients and about each other. The firm gives me the tools, support, and mentorship to grow as an advisor while making a real impact in people’s lives.
Meet Gracie’s Teammates
Amber Adams
Manager, Client Service
What Gracie Says
Amber helps execute every aspect of the plans we develop, bringing a wealth of experience that helps ensure a white glove client experience.
Ben Rowse
Principal
What Gracie Says
Ben cares for his own clients while actively collaborating with others on systematic approaches, new planning ideas, and organizational strategies. He’s always available for problem‑solving, working through complex topics, and offering a valuable second set of eyes when needed.
Chuck Breuch
Sr. Wealth Advisor
What Gracie Says
Chuck has built an incredible career serving clients with unwavering excellence. He continues to be a guiding force for advisors, offering coaching and insight that not only elevates how we serve our clients but also upholds the values and traditions that have defined Mercer Advisors for years.
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